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Triumph Capital Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Triumph Capital Management’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$59.7K Sell
419
-205
-33% -$28.1K 0.01% 630
2026
Q1 		$75.6K Buy
624
+11
+2% +$1.41K 0.02% 527
2025
Q4 		$79K Buy
+613
New +$78.3K 0.02% 488

Other funds holding DSI

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GCG
Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

Triumph Capital Management's DSI Position: Q2 2026 in Review

Triumph Capital Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 33% in Q2 2026, selling an estimated $28.1K and leaving 419 shares worth $59.7K. The position accounts for 0.01% of the portfolio, ranked #630.

Triumph Capital Management first reported a position in DSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $79K in Q4 2025. 152 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

  • Triumph Capital Management held 419 shares of iShares MSCI KLD 400 Social ETF worth $59.7K as of Q2 2026.
  • Triumph Capital Management sold 205 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $28.1K.
  • iShares MSCI KLD 400 Social ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #630 holding.
  • Triumph Capital Management first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2025 and has held it in 3 quarters since.
  • Triumph Capital Management's iShares MSCI KLD 400 Social ETF position peaked at $79K in Q4 2025.
  • 152 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.